Prepaid card
PF Pension – ESG 50 Fund
-
Swiss retirement fund
-
For assets in pillar 3a
-
For vested benefits
Retirement category:
Pillar 3a, Vested benefits
General information:
Not specified.
ISIN:
CH0012056203
Yield model:
Recurring distributions
Investment strategy:
Actively-managed fund
Risk profile:
High
Sustainability:
The retirement fund invests sustainably.
Fund structure:
Average stock component: 50%
Average bond component: 40%
Average real estate component: 10%
Average component other investments: 0%
Average bond component: 40%
Average real estate component: 10%
Average component other investments: 0%
Fund size:
681 million Swiss francs
Continue outside the pillar 3a after retirement:
Free transfer of fund assets to a private securities account possible.
Depositary bank:
UBS
Custody fee:
No custodial fee
Synthetic total expense ratio (TER):
1.16% per year
Issuing fee paid to issuer:
No issuing fee paid to issuer
Issuing fee credited to invested fund capital:
No issuing fee credited to invested fund capital.
Sales fee paid to issuer:
No sales fee paid to issuer
Sales fee credited to invested fund capital:
No sales fee credited to invested fund capital.
Swing Pricing:
Yes
Retrocessions:
Yes
Published performance (accounting for TER):
Year 2023: 5.8211%
Year 2022: -14.0707%
Year 2021: 9.4349%
Year 2020: 3.7108%
Year 2019: 13.7426%
Year 2018: -5.4702%
Year 2017: 8.2619%
Year 2016: 2.7384%
Year 2015: -0.316%
Year 2014: 8.9645%
Year 2013: 6.8249%
Year 2012: 7.5891%
Year 2011: -0.033%
Year 2010: 1.923%
Year 2009: 13.454%
Year 2008: -17.642%
Year 2007: -1.751%
Year 2006: 5.3179%
Year 2005: 13.3118%
Year 2004: 3.5171%
Year 2003: 8.3987%
Year 2002: -10.7959%
Year 2022: -14.0707%
Year 2021: 9.4349%
Year 2020: 3.7108%
Year 2019: 13.7426%
Year 2018: -5.4702%
Year 2017: 8.2619%
Year 2016: 2.7384%
Year 2015: -0.316%
Year 2014: 8.9645%
Year 2013: 6.8249%
Year 2012: 7.5891%
Year 2011: -0.033%
Year 2010: 1.923%
Year 2009: 13.454%
Year 2008: -17.642%
Year 2007: -1.751%
Year 2006: 5.3179%
Year 2005: 13.3118%
Year 2004: 3.5171%
Year 2003: 8.3987%
Year 2002: -10.7959%
Show categories
